Nathan Aaron Fulks
Investment Adviser Representative at Family Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Aaron Fulks is an investment adviser representative with Family Wealth Partners, LLC in Matthews, NC, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Efficient Advisors and Independent Advisor Alliance, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Family Wealth Counselors OF THE Carolinas, Inc.Jun 2015 – Jan 2018Matthews, NC
- Efficient AdvisorsMay 2016 – Jan 2018Philadelphia, PA
- Independent Advisor AllianceSep 2016 – Jan 2022Matthews, NC
- LPL Financial, LLCSep 2016 – Jan 2022Matthews, NC
- Family Wealth Partners, LLCJan 2019 – no end date reportedMatthews, NC
- Family Wealth Partners, LLCJan 2022 – no end date reportedMatthews, NC
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Family Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive values-based financial planning tailored to personal and professional goals, evidence-driven investment coaching with portfolio management and cash flow tracking, and stewardship coaching focused on responsible resource management, legacy building, and intentional wealth decisions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Matthews, NC
- Founded:
- 1990
- SEC file number:
- 801-123089
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 11, 2026
View full firm profileOther advisors at Family Wealth Partners, LLC
5 other advisors in the directory
Similar advisors in Matthews, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Aaron Fulks has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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